Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01341335 ↗ ServiceMax

Oak Street Health • Inspection • PSM

📍 Oak Street Health - Rolling Hills Square — 7040 East Golf Links Road, Tucson AZ, 85730

Feb 2, 2026 → Apr 9, 2026

✅ Completed
PSM
SLA Clock
Last business day of February 2026 · Target: Feb 27, 2026
✗ SLA Missed (28 biz days late)
Active: 47 biz days
🕐 Clock stopped: Completed (Apr 9, 2026)
▶ Clock Running
Status: Created
Feb 2 → Feb 2, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 2 → Feb 3, 2026
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 1 of ? biz days used
40d
▶ Clock Running
Status: Scheduled
Feb 3 → Apr 1, 2026
40 business days (counted)
Running total: 41 of ? biz days used
▶ Clock Running
Status: Entered
Apr 1 → Apr 1, 2026
0 business days (counted)
Running total: 41 of ? biz days used
▶ Clock Running
Status: Assigned
Apr 1 → Apr 1, 2026
0 business days (counted)
Running total: 41 of ? biz days used
6d
▶ Clock Running
Status: Scheduled
Apr 1 → Apr 9, 2026
6 business days (counted)
Running total: 47 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Apr 9 → Apr 9, 2026
0 business days (counted)
Running total: 47 of ? biz days used
▶ Clock Running
Status: Tech On Site
Apr 9 → Apr 9, 2026
0 business days (counted)
Running total: 47 of ? biz days used
Created: Feb 2, 2026 Completed: Apr 9, 2026
Show SLA Clock Detail (9 periods)
Period Status Clock Biz Days Running Total
Feb 2 → Feb 2 Created ▶ Running 0 0
Feb 2 → Feb 3 Ready for Scheduling ▶ Running 1 1
Feb 3 → Feb 3 Assigned ▶ Running 0 1
Feb 3 → Apr 1 Scheduled ▶ Running 40 41
Apr 1 → Apr 1 Entered ▶ Running 0 41
Apr 1 → Apr 1 Assigned ▶ Running 0 41
Apr 1 → Apr 9 Scheduled ▶ Running 6 47
Apr 9 → Apr 9 Tech Off Site ▶ Running 0 47
Apr 9 → Apr 9 Tech On Site ▶ Running 0 47
Dispatch 0.0d
Coordinators 49.8d
Field Work 1.3d
Billing 15.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
49.8 days
Over SLA
Field Work
1.3 days
Billing
15.0 days
Over SLA
Created: Feb 2, 2026 Due: Apr 30, 2026 Completed: Apr 10, 2026 (20 days early)
📅
48.3 days Total Age
⏱️
41.0d in Scheduled Longest Stage
🔄
10 transitions Status Changes
⚠️
59.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
7 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00564208
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment Electrical Safety Test And Calibration Service 134 pieces https://www.ebiotrack.com/inspection.php?iid=32846
Priority
Standard
Origin
Email
Reason
New Case
Contact
Monica Felix
Owner
Sherry Reich
Created
Feb 2, 2026
Work Orders from this Case (1)
WO-01341335 (current) Invoiced
Inspection • Tyler Bollman
Created: Feb 2, 2026 • Closed: Apr 9, 2026
Completed with significant delays
Invoiced • 195 days old
🚨
Primary Delay 41.0 days stuck in "Scheduled"
⏱️
Total Delay 59.8 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.0d / 0.5d SLA
Ready for Scheduling
1.8d / 1.0d SLA
Scheduled
48.0d / 2.0d SLA
Assigned
0.0d / 0.5d SLA
Tech On Site
0.8d / 1.0d SLA
Completed
0.5d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Ready to Bill
15.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
Annual Equipment Electrical Safety Test And Calibration Service 133 items
🔍 Technician Findings
Annual Equipment Electrical Safety Test And Calibration Service
⚠️ Problem Description
Annual Equipment Electrical Safety Test And Calibration Service 134 pieces https://www.ebiotrack.com/inspection.php?iid=32846

Timeline

📞
Case Linked Feb 2, 6:00 AM
Case Number: 00564208
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Feb 2, 12:26 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
3 Technician Assigned Feb 3, 10:56 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 22h 27m, 0m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-04-07T14:00:00.000+0000
🚨 41.0 business days
🆕
4 Status: Entered Apr 1, 8:52 AM
Status: Entered → Technician Assigned → Status: Scheduled → Dispatch Scheduled
👷
Technician Assigned by Kaitlyn Kelch
Technician: Tyler Bollman
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Assigned
To: Scheduled
Duration in Previous: 0m
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-04-07T15:00:00.000+0000
📅
Dispatch Scheduled by Kaitlyn Kelch Apr 1, 10:48 AM
Scheduled For: 2026-04-09T15:00:00.000+0000
⚠️ 7.0 business days
🚗
Status: Tech Off Site by Tyler Bollman Apr 9, 1:30 PM
From: Scheduled, Tech Off Site
To: Tech Off Site, Tech On Site
Duration in Previous: 8d 4h, 0m
✔️
Status: Completed by Tyler Bollman Apr 9, 7:55 PM
From: Tech On Site
To: Completed
Duration in Previous: 6h 24m
⏱️
7x Labor Added Apr 9, 8:34 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 3, 4, 4.5, 3.5, 150, 159
🏁
Status: Closed by Tyler Bollman Apr 9, 11:35 PM
From: Completed
To: Closed
Duration in Previous: 3h 40m
2.1 business days
📄
Status: Ready to Bill by Diane Patton Apr 13, 9:17 AM
From: Closed
To: Ready to Bill
Duration in Previous: 3d 9h
🚨 15.0 business days
📨
Status: Invoice Pending by Diane Patton May 1, 5:10 PM
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 18d 7h
🧾
2 Invoice Created May 1, 5:33 PM
Invoice Created → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 23m

Bottlenecks

Ready for Scheduling
Duration: 1.8 business days (threshold: 1.0 business days)
Exceeded by 6.5 business hours
Scheduled
Duration: 41.0 business days (threshold: 2.0 business days)
Exceeded by 39.0 business days
Scheduled
Duration: 7.0 business days (threshold: 2.0 business days)
Exceeded by 5.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Ready to Bill
Duration: 15.0 business days (threshold: 1.0 business days)
Exceeded by 14.0 business days

🔗 Related Artifacts

📞
Case 00564208
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Tyler Bollman
Scheduled
Apr 9, 11:00 AM
Created
Feb 2, 12:26 PM
Invoice #
SM-260858

Work Details (7)

Name Type Status Qty Amount Date
WL-03180668 Labor Open 3 $0.00 Apr 9, 8:34 PM
WL-03180669 Labor Open 4 $0.00 Apr 9, 8:34 PM
WL-03180670 Labor Open 4.5 $3,341.40 Apr 9, 8:34 PM
WL-03180671 Labor Open 3.5 $0.00 Apr 9, 8:34 PM
WL-03180672 Travel Open 150 - Apr 9, 8:34 PM
WL-03180673 Travel Open 159 - Apr 9, 8:34 PM
WL-03180674 Expenses Open 1 $0.00 Apr 9, 8:34 PM

Details